Market's view on Proton Mtr Pwr

Published on April 2024

  • Hydrogen technology is gaining renewed interest as an alternative to electric vehicles, influencing some watchers to reconsider the sector’s potential.
  • Concerns are raised about a company facing operational challenges, with a high market capitalisation despite significant losses and poor revenue performance.
  • The company is suspected of planning an imminent cash raise due to a precarious financial situation, potentially leading to a significant share price decline.
  • A warning is issued about potential company collapse or heavy dilution due to financial instability, with a substantial number of shares already issued.
  • Production commencement at a new facility is planned for early 2025, but there are doubts about the timeline and operational efficiency.
  • Recent financial highlights show stagnant revenue year-on-year, with a slight increase in system sales but a decrease in total order intake.
  • The management’s lack of communication regarding cash positions and profit or loss figures is critiqued, contributing to investor uncertainty.
  • General sentiment in discussions suggests a lack of confidence in the company’s management and financial health, predicting further decline in share value.
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